31 July 2009

Market sentiment and better than expected corporate news pushed the share prices higher. STI ended this month at 2,659.20.

My portfolio value went up by S$83,337 this month and stood at S$650,000. This is an increase of more than 10%.

The top 30 holding has little change. Almost all of them rose as compare with last month, with the exception of SATsvcs, which had XD two days ago. Below are the top 30 holdings:


1. ComfortDelGro
2. OCBC Bk
3. SPH
4. Semb Corp
5. ST Engineering
6. SP AusNet
7. DBS
8. F & N
9. Starhub
10. CoscoCorp
11. SembMar
12. CitySpring
13. SingTel
14. SIA
15. SAT Svcs
16. SPC
17. Raffles Edu
18. Sp Ship
19. Tat Hong
20. KS Energy
21. FrasersCT
22. CapitaComm
23. MetroHldg
24. Aztech
25. SSH Corp
26. HG Metal
27. ASL Marine
28. Pac Andes
29. MapletreeLog
30. MIDAS

There is no change in the top 11 positions!

Tat Hong, Pac Andes and CapitaComm entered the top 30 list due to either new purchase or rights shares subscription.

30 June 2009

Market when up and down in the month of June, after the fantastic run in the past two month. It did not correct very much, as suggested by some gurus. At the closing, STI stood at 2333.

My portfolio contracted a bit. As compared to 31 May, the portfolio value increase by S$9,400. However, this was due to new injected fun of S$19,350. So the net decrease is S$10,000.

Looking at the top 30 holdings movement, it reflects the market movement - sideway. SSH made it to the top 30 due to new investment, while MIDAS made it through price hike. AusNet improves its position due to rights issues. while SATsvcs due to price rise.

I bought some Tat Hong shares, after listen to its CEO talk at SME Conference. Received some OCBC shares through script dividend scheme, AusNet shares through rights issue, and bought SSH to average down the cost.

I receive S$3,098 in cash dividend and S$700 in CPF dividend(reinvested).

Below are the top 30 holdings:


1. ComfortDelGro
2. OCBC Bk
3. SPH
4. Semb Corp
5. ST Engineering
6. SP AusNet
7. DBS
8. F & N
9. Starhub
10. CoscoCorp
11. SembMar
12. S I A
13. SAT Svcs
14. CitySpring
15. SPC
16. SingTel
17. Raffles Edu
18. Sp Ship
19. KS Energy
20. SSH Corp
21. HG Metal
22. FrasersCT
23. SMRT
24. ASL Marine
25. MapletreeLog
26. MetroHldg
27. MIDAS
28. Aztech
29. FraserComm
30. Kep Corp

29 May 2009

The stock market continues its rebound in the month of May, despite the H1N1 flu pandemic and the still not so positive economic situation. Good news that the economics may have been bottoming out fuel the strong rally.

My portfolio staged a strong rally inline with the market. Compared with end April, the portfolio value increase by S$107,700. Minus the S$11,000 new investment, the value of the portfolio increased by S$96,700, or 21.5%, and stand well above the 500K mark. On top of that, I received S$6,700 in cash dividend.

I top up ST Engineering and Comfort Delgro this month. I sold Celestial at 17cents per share (realised lose of S$20,000) as it was reported that the company is facing difficulty in repaying the bonds and has to raise more than 200 million SGD by mid-June.

Below are the top 30 holdings:


1. ComfortDelGro
2. OCBC Bk
3. Semb Corp
4. SPH
5. ST Engineering
6. F & N
7. DBS
8. Starhub
9. SP AusNet
10. CoscoCorp
11. SembMar
12. S I A
13. SPC
14. CitySpring
15. SingTel
16. Sp Ship
17. KS Energy
18. Raffles Edu
19. SAT Svcs
20. FrasersCT
21. MapletreeLog
22. ASL Marine
23. MetroHldg
24. Aztech
25. HG Metal
26. SMRT
27. FraserComm
28. Kep Corp
29. Pteris Global Ltd
30. TiongWoon